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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,589 | $110,083-48.6% | $151,645-62.7% | $68,490-17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 2.84% | -10.12%+13.0pp | 3.34%-0.5pp | -7.85%+10.7pp |
| Employer contribution / active EE | $2,243 | $4,470-49.8% | $6,165-63.6% | $2,597-13.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,813 | $7,718-63.6% | $11,614-75.8% | $5,403-47.9% |